Rumesh Senanayake

About Rumesh Senanayake

Raising a family while building wealth is no small task — and financial advice shouldn\'t feel like a lecture or a sales pitch.I work with who want clarity, structure, and confidence in their financial lives — all while juggling real life. Whether you’re buying your first home, managing equity comp, saving for college, or just trying to make smart choices for your future, I help you feel more organized and in control.With over a decade in financial services, including years as an advisor and helping lead innovation in client experience, focusing exclusively on families feels like the natural next step. My practice is built around a - — because life is messy, money can be confusing, and you deserve advice that actually fits:• Getting financially organized — so everything’s clear and working together• Building a spending/saving plan that fits your real life• Having an accountability + success partner to brainstorm with• Figuring out when/how to buy your first (or next) home• Balancing debt payoff with longer-term goals (like college or retirement)• Understanding your benefits, equity comp, and how to use them wisely• Making sure your family is protected if the unexpected happensOutside of work, my wife and I are passionate travelers (we aim for one new country a year), and I still make time for basketball — a lifelong love that gave me the chance to represent my home country, Sri Lanka. These passions remind me why financial planning matters: so we can enjoy the life we’re building-Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. SC Financial Group, LLC is registered as a broker-dealer or investment advisor.For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Financial Advisor for Young Families Helping you Build Wealth with Purpose

   Sc Financial Group

   Jun 2025 — Present · Bellevue, WA, US

   I specialize in helping young families gain clarity, structure, and confidence in their financial lives. From navigating home purchases and building emergency funds to optimizing equity compensation and planning for children’s futures — I guide millennial parents through the moments that matter most.Through a personalized, tech-enabled planning experience, I offer a three-tier service model designed for families at different stages of growth. Whether it’s aligning your money with your values, setting up your first trust, or learning how to use your Roth IRA and solo 401(k) to build long-term freedom, my goal is to meet you where you are — and take you where you want to go: • Tailored planning for modern families juggling careers, childcare, and long-term dreams • Ongoing collaboration with estate attorneys, CPAs, and insurance pros for a truly holistic experience • A modern client dashboard that tracks your goals, accounts, and progress in real-time • Financial education and content designed specifically for the questions young parents actually askAt the heart of it all, I believe financial planning isn’t just about numbers — it’s about helping you feel more in control of your future. And that starts with a conversation.

Education

• University of Washington Bothell School of Business

  Bachelor of Business Administration - BBA, Finance, General

• Cascadia College

  Associate's degree, Business Administration and Management, General

  2012 — 2014

Skills

• Leadership
• Motivational Speaking
• Active Learning
• Social Media
• Powerpoint
• Microsoft Excel
• Microsoft Office
• Listening to Customers
• Marketing
• Strategic Planning
• Event Planning
• Microsoft Word
• Team Leadership
• Customer Service
• Teamwork
• Social Media Marketing
• Leadership Development
• Public Speaking
• Microsoft Powerpoint